User`s Manual
Contents
1. Interval Firstdayofweek firstweekofyear Setting Descr Value Descr Value Descr yyyy Year 1 Sunday 1 Start with week in which q Quarter 2 Monday Jan1 occurs m Month 3 Tuesday y Day of year 4 Wednesday 2 Start with the 1st week that d Day 5 Thursday has at least 4 days in the new w Weekday 6 Friday year ww Wek 7 Saturday 3 Start with first full week of h Hour the year n Minute S Second Firstdayofweek and firstweekofyear are optional If omitted a value of 1 is assumed DateAdd interval number date returns a date to which a specified time interval has been added Ex if FieldB 12 12 2003 then DateAdd d 3 FieldB 12 15 2003 You can use the DateAdd function to add or subtract a specified time interval from a date For example you can use DateAdd to calculate a date 30 days from today ora time 45 minutes from now To add days to date you can use Day of Year y Day d or Weekday w The DateAdd function won t return an invalid date The following example adds one month to J anuary 31 DateAdd m 1 31 Jan 95 In this case DateAdd returns 28 Feb 95 not 31 Feb 95 If date is 31 J an 96 it returns 29 Feb 96 because 1996 is a leap year Interval Setting Descr Year Quarter Month Day of year Day Weekday Week Hour Minute Second ols 8 lt late Blas TriggerCalc User s Manual 24 O DatePart interval date firstdayofweek2. In the second screen you need to choose a Target field that is the field in which the result of the calculation will be written and overwriting conditions 2 Calculation Wizard Target field and overwriting conditions Select a target field as well as overwriting conditions Choose a target field User 1 x Choose an overwriting condition C Never overwrite C Append existing value with C Overwrite if calculation result is not empty Always overwrite lt Previous Next gt Cancel There are 4 overwriting condition options e Never overwrite the result of the calculation will only be written if the target field is empty e Append existing value with the result is appended to the end of the data currently in the target field preceded with the append character If no data is in the field the result will be written to the field without append character e Overwrite if calculation result is not empty the result will only be written if it is not empty So if the field contains data and the result is empty TriggerCalc will not blank out the field e Always overwrite the result will always be written TriggerCalc User s Manual In the next field you may type your calculation Unless you are copying and pasting a calculation your best option is to click the Open editor button to access TriggerCalc powerful calculation editor Calculation Wizard Calculation Enter the calcul
3. The principle of creating a calculation trigger is similar to the one of creating a calculation To launch the Calculation trigger wizard go to the File menu and choose New contact calculation trigger or company or group depending on the active view In the first screen you need to name your trigger Trigger Wizard Create a new trigger Choose a name for the trigger The type of records automatically matches the current view Trigger name Target records C C Next gt Cancel R TriggerCalc User s Manual 9 In the second screen you define the records to be modified z Trigger Wizard Records to be modified Choose which records you want to modify This setting is used in automatic mode only Choose the records the trigger should modify Curent record Current lookup Allrecords C Prompt me lt Previous Next gt Cancel Note that this setting is only used in automatic mode In manual mode you will be able to select the proper option manually see Running a trigger in manual mode below In the third and last screen you select the calculations that you want the trigger to run If you select more than one calculation the order in which they are run might be important so make sure they are listed in the right order They will be run from top to bottom TriggerCalc User s Manual 10 Trigger Wizard Calculations list Choose the c
4. S MANUAL As explained before TriggerCalc runs calculations triggers Calculation triggers may contain more than one calculation To make the creation of calculation triggers and calculations easy TriggerCalc features a Calculation trigger wizard and a Calculation wizard which you launch from the File menu New Calculation Trigger and New Calculation menu items The first logical step is therefore to create calculations even though you could create a calculation trigger and then launch the calculation wizard from the last screen of the calculation trigger wizard Creating a calculation To create a calculation run TriggerCalc from the contact company or group view depending on which type of calculation you want to create Then go to the File menu and choose New contact calculation which would read New company calculation or New group calculation depending on the view Then follow the wizard In the first screen you need to choose a name for your calculation Calculation Wizard Create a new calculation Choose 4 name for the calculation The type of records automatically matches the current view Calculation name Target records oj f c Cancel Note that the Target records type box is dimmed out It is just indicative of the type of calculation you are creating The value is automatically set based on the view you were in when you launched TriggerCalc TriggerCalc User s Manual 6
5. amp taxes returns 65 00 tax whereas 65 00 amp taxes would return 65 taxes o Val returns a number in a string It stops at the first character it does not recognize as part of a number Ex if FieldA 12C then Val FieldA returns 12 TriggerCalc User s Manual 19 o Left value _of_chars returns the first _of_ chars characters from the value starting from the left Ex if FieldA 414 555 1212 then Left FieldA 3 414 o Right value _of_chars returns the first _of_chars characters from the value starting from the right Ex if FieldA 414 555 1212 then Left FieldA 8 555 1212 o Mid value start_pos _of_chars returns of chars from the value starting from the start_ pos character If of chars is omitted it returns all characters right of the pos Ex Ex if FieldA 414 555 1212 then mid FieldA 5 3 555 o Replace value char s _to_replace replacement replaces the character s to replace by the replacement Ex if FieldA 24 North Avenue then Replace FieldA e i 24 North Avinui Ex if FieldA 24 North Avenue then Replace FieldA nue 24 North Ave o ReplaceWord value word_to_replace replacement_word replaces the word to replace by the replacement word Ex if FieldA 24 North Avenue then Replace FieldA Avenue Ave 24 North Ave Mathematical functions o Abs returns the absolute value of a number Ex if FieldA 5 32 then Abs Fie
6. format Windows Control Panel d Displays the date according to your locale s short date format Windows T Displays the time according to your locale s long time format Medium Displays the time in 12 hour format using hours and minutes and the AM PM Time designator Displays a time using the 24 hour format Displays the long date and short time according to your locale s format Displays the long date and long time according to your locale s format Displays the short date and short time according to your locale s format Displays the month and the day of a date Formats the date and time as Greenwich Mean Time GMT Formats the date as the year and month Displays the date as ddddd the time as ttttt if one or both are specified alako Z T Displays the day 1to 31 dd Displays the day using 2 digits 01 to 31 ddd Displays the day using 3 characters Sun to Sat dddd Displays the full day Sunday to Saturday ddddd Displays the date in Short date format your Windows settings dddddd_ Displays the date in long time format your Windows settings MM Displays the month using 2 digits 01 to 12 MMM Displays the month using 3 characters J an to Dec MMMM Displays the full month J anuary to December Displays the time in AM PM format Displays the day 1 to 366 Displays the year using 2 digits Displays the
7. only Blank and characters are ignored Ex if FieldB 10 FieldC is empty blank and 53 20 then Avg FieldB FieldC 53 15 o Large k value1 value2 returns the k th largest value numeric values only Blank and characters are ignored Ex if FieldB 10 FieldC 12 and 53 20 then Large 2 FieldB FieldC 53 12 o Small k value1 value2 returns the k th smallest value numeric values only Blank and characters are ignored Ex if FieldB 10 FieldC 12 and 53 20 then Small 3 FieldB FieldC 53 10 TriggerCalc User s Manual 22 Date Time functions o Now will return the current date and time Ex Now returns 9 14 2004 9 10 50 PM o TimeQ will return the current time Ex Time returns 9 10 50 PM o Day will extract the day from a date Ex if FieldA 2004 08 31 then Day FieldA returns 31 o Weekday will return the day of the week Sunday 1 Monday 2 etc Ex if FieldA 2004 08 31 then Weekday FieldA returns 3 o Weekdayname will return the name of the day Ex if FieldA 2004 08 31 then Weekdayname FieldA returns Tuesday o Month will extract the month from a date Ex if FieldA 2004 08 31 then Month FieldA returns 8 o Monthname will return the name of the month Ex if FieldA 2004 08 31 then Monthname FieldA returns August o Year will extract the year from a date Ex if FieldA 2004 08 31 then Year FieldA returns 2004 o Hour Minute a
8. so that every time User1 and User2 are changed User3 is automatically re calculated Note in this scenario do not associate the trigger to User3 If you do when the trigger will write the result to User3 it will be automatically re triggered entering an endless loop NOTES e You need to close and re start ACT for any assignment change to take effect e Duetoabugin ACT itis not possible to assign a calculation trigger to a Yes No field Field assignments uses ACT field trigger feature Field assignment will overwrite any trigger that you may have set up for that field Manually changing ACT triggers after TriggerCalc has assigned a calculation trigger to a field will likely remove the field assignment The Assignment Report button allows to create a text file listing all field assignments Errors In case the calculation is invalid like 1 divided by 0 or 50 A TriggerCalc will return ERR Note numeric or currency fields in ACT will not allow accept this message therefore the field will remain blank or will be blanked out if it previously had a value Therefore you may want to run tests before you convert your fields to numeric or currency so that you can be made aware of any errors When you are sure the calculations are properly built you could then convert your fields to numeric or currency Using a function inside another function TriggerCalc Pro only It is possible to use a function in one or more argum
9. want to write to a Yes No field you could use True False or a numeric value 0 is false anything else is true Example of reading a Yes No Field If YesNoField value_when_checked value_when_not_checked Example of writing If FieldA True False If FieldA 1 0 If FieldA NumericField1 NumericField2 TriggerCalc User s Manual 15 Registering TriggerCalc You may buy licenses from Exponenciel Registration is based on ACT user names so you will have to supply your ACT username when registering Once you get your registration code simply go to the Help About menu To upgrade from TriggerCalc to TriggerCalc Pro proceed the same way and overwrite the existing registration code with the new one Support For support please contact support exponenciel com TriggerCalc User s Manual 16 REFERENCE GUIDE Operators Both versions Basic Operators You may use any of these four basic operators plus minus multiplied by divided by You may use parentheses as well Examples of calculations You may use any combination of the above operators with or without parentheses For instance FieldA 100 0 05 gt 5 of FieldA 100 FieldA FieldB FieldC gt FieldA FieldB FieldC FieldA 125 FieldB 5 gt etc FieldA gt Copies FieldA to the target field 0 gt Resets target field to 0 FieldA H FieldB gt Concatenates FieldA
10. TriggerCalc TriggerCalc Pro v 4 4 for ACT 2005 Another efficient and affordable ACT Add On by e ponenciel http www exponenciel com TriggerCalc User s Manual 2 Table of contents INTRODUCTION DAAA E E E E A he ei A is 3 P rposeof EEN AO eenen nae setae lpi N eae Ea Teves aR aoa meee 3 AGW TU Worksin nran n ant weshnas4aly gecveeaaadesalvns aie eed E A AOE see or eae Olas 3 Changes from previous versions ACT 2000 5 0 6 0 csscsscecssecsssessessssesseeceseceseeesseeseseeees 3 Changes from v 4 to VA isos aE Gn ALR hea ae OLR 4 TriStallat Oni Procedure uk eiei iaar Aorere ha aha eine cha oN PTE OREN Ree 4 Addingicons to other views as sales sac coeccascewiss opine ciees anes ved encces ancy vies an tage geyieonsaen ces oben ap ees eaee woman eeEaRe 4 USER S MANUAL oi cant sc aa es ase boca ecards Sawa eaten EE EErEE EEE Ra EN 5 Creanga CALCULATOR a aee sited es seats conn dicdestieksatteuishs aest a S e E ea ae a a aa E aS 5 Creating a calculation trigger seeeseesesseessesseessesoreseesetssessrssessessoessessoessesoreseesoreseesessseesessoessesoos 8 Multiple databases sus annenin a Nee ea EA ton aa EEO E ET aaa 10 Running a calculation trigger in manual MOE cceseesseceseceesceseceesseeesecessceesseesseeeseeceseeesaes 10 Running in manual mode from the icon in your ACT toolbar ccescecsseesseeesseceseeeseeees 10 Running in manual mode from a button in your layout eeeeeseees
11. age rate APR of 10 percent and make monthly payments the rate per period is 0 1 12 or 0 0083 nper total number of payment periods in the annuity For example if you make monthly payments on a four year car loan your loan has a total of 4 12 or 48 payment periods pv present value or value today of a series of future payments or receipts For example when you borrow money to buy a car the loan amount is the present value to the lender of the monthly car payments you will make fv optional future value or cash balance you want after you ve made the final payment For example the future value of a loan is 0 because that s its value after the final payment However if you want to save 50 000 over 18 years for your child s education then 50 000 is the future value If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed o PV rate nper pmt fv type returns the present value of an annuity based on periodic fixed payments to be paid in the future and a fixed interest rate The rate and nper arguments must be calculated using payment periods expressed in the same units For example if rate is calculated using months nper must also be calculated using months For all arguments cash paid out such as deposits to savings is represented by negative numbers cash receive
12. alculations you want the trigger to perform Add calculations to your trigger Calculations available Calculations to run ID Userl User2 User3 Shipping Territory Userl User2 User3 t 4 e bkk New Calculation Edit Calculation lt Previous Save Cancel Finally click Save to save your calculation trigger NOTE As you can seein this last screen you do have the option to run the Calculation wizard to create New calculations from here So you could start creating triggers even if no calculations are available and create them at this stage Multiple databases Calculations may be used across multiple databases if they don t contain any custom fields field that you added to the default database structure or if your databases structures are exactly the same ie A database was created as an empty copy of another database If not running the calculation will generate an error message Unable to retrieve the descriptor for field Running a calculation trigger in manual mode You have two options to run a calculation in manual mode Running in manual mode from the icon in your ACT toolbar Click the TriggerCalc icon in the ACT toolbar Make sure you are in the correct view if you want to run a contact calculation trigger you need to be in a contact view If you want to run a company calculation trigger then you need to be in a company view For a group calculation trigger you need to be
13. and FieldB w a space between etc Operator precedence Typically the operator precedence the order in which the operators are evaluated is which means that 50 3 1 equals 151 and not 200 you first multiply then add TriggerCalc follows this rule for simple calculations like the one above but for more complicated calculations make sure you use parenthesis to help TriggerCalc determine in which order it should proceed with the calculations in the example above it would mean writing 50 3 1 instead of 50 3 1 Besides the 4 basic operators you may also use Boolean operators Yes is returned if the comparison is true No if the comparison is false o gt lt gt lt lt gt allowto compare values Ex if FieldA 5 and FieldB 10 FieldA gt FieldB returns No TriggerCalc User s Manual 17 o NOT isused to perform a logical negation Ex if field FieldA 5 and FieldB 10 NOT FieldA gt FieldB returns Yes o AND OR XOR logical exclusion EQV logical equivalence IMP logical implication may also be used Ex if field FieldA and 5 FieldB 1 10 FieldA 5 OR FieldB 8 returns Yes Note If you would rather get the numeric equivalent of True and False returned instead of Yes and No adda tilde sign in front of your calculation 1 will be returned instead of Yes and 0 instead of No FieldA 5and51 10 and FieldC FieldA gt FieldB then FieldC No FieldC FieldA gt FieldB then Fi
14. at whenever you change the value of the field or whenever you exit the field the calculation trigger will be run To assign a calculation trigger to a field go to File gt Assign Calculation Trigger to Fields E Calculation Assignment Select a field Assign a calculation trigger to a field to have the calculation trigger be run by ACT whenever you change the value of the field or every time vou exit the field Assignment Report Select the field of your choice and click Assign Then in the next window pick the calculation trigger to be assigned to the field User 1 Pick a calculation trigger to be assigned to the field None Em Run on Change C Runon Exit TriggerCalc User s Manual 13 You have the option to have the trigger be run when the field value changes Run on Change or when you physically exit the field whether or not the field value was changes Run on Exit If you wish to remove a field assignment simply select None in the list of calculation triggers Generally speaking you would want to assign the calculation trigger to all of the fields involved in the calculations of the trigger Here is an example to illustrate which fields need to be assigned a calculation trigger Let s say you created a calculation trigger that adds User1 to User2 and writes the result in User3 You would want to assign your calculation trigger to User1 and to User2
15. ation you want to perform Enter your calculation Open editor lt Previous Save Cancel In the editor you may use the dropdown lists to insert fields functions and operators Color coding is automatic and helps you define your calculation Z Syntax Editor Jog File Edit Insert h e Fields User2 o v Functions 10 iK Operators w If TBL_CONTACT TBL_CONTACT USER2 1 Ship Pickup For users of previous versions of TriggerCalc remember that the target field is set in another screen so you should type only the calculation you want to perform The more complicated your calculation the more you should be using tabs and comments the button to make it more readable see an example in Using a function inside a function below TriggerCalc User s Manual Once you are done close the window and say yes to the Do you want to keep your changes prompt You will be taken back to the last screen of the calculation wizard If you are satisfied with your calculation click the Save button You may define as many calculations as you want Creating a calculation trigger As explained before in TriggerCalc you do not run calculations directly you run calculation triggers A trigger contains one or more calculations There are no limit to the number of calculations Therefore once you created your calculations you need to create calculation triggers to perform calculations
16. d such as dividend checks is represented by positive numbers rate interest rate per period For example if you get a car loan at an annual percentage rate APR of 10 percent and make monthly payments the rate per period is 0 1 12 or 0 0083 nper total number of payment periods in the annuity For example if you make monthly payments on a four year car loan your loan has a total of 4 12 or 48 payment periods pmt payment to be made each period Payments usually contain principal and interest that doesn t change over the life of the annuity fv optional future value or cash balance you want after you ve made the final payment For example the future value of a loan is 0 because that s its value after the final payment However if you want to save 50 000 over 18 years for your child s education then 50 000 is the future value If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed TriggerCalc User s Manual 29 O Rate nper pmt pv fv type guess returns the interest rate per period for an annuity For all arguments cash paid out such as deposits to savings is represented by negative numbers cash received such as dividend checks is represented by positive numbers Rate is calculated by iteration Starting with the value of guess Rate cycles through t
17. ecessceeseeeeseesseeeeeeessseeses 11 Running a calculation trigger in automatic MOAE cessessscessceescessseesseecescessceeeeeeseesseeeeseees 12 ETOS asean e AT E OA ETO E a a eet 13 Using a function inside another function TriggerCalc Pro OMLY cescessessseeeseeeseceseeeeeneees B NGS NO TALS ic ctacces st sctagas wc rcaace chaps a teceiniticcdpcet cacat eaacaaaasetaut weasel Arce Tac ash at recteeed da atuaiecea tacts 14 Registering LU POT se i ih 5 0s i Seavey kes TO I 15 bD o6 a roa A E A EEE EA 15 REFERENCE GUIDE sse oneen oare essiens eseo osoen nesse ue sd siecle rinse eeu cidus uve Soesan saes 16 Operators Both versions roerne neinar ai Ea E SOE ETE E ER 16 Basic Operators e a a aa a A E AAA EAE AA A A E Aaaa AISEEE aaan ai 16 Operator PRCCCUENOE seni eaea n E NEEE E E EEE O E OE aa 16 Functions TriggerCalc Pro only 5 cse ncsecevat oasseveecesteeevn sea soncetesede douseoskd cenadsicuresenisubesencacneteedondes 18 nakaO TUT CUTTS 5 55sec wea E gs ace oe Dosen baa EE Eu UTNE tae CARRS 18 Mathematical MUNCH ONS 2 ietaiccxs c02 vents Satntadenotonadaelis caveatceamietendrexcuieaetoas ww caueet ates ameeeedauncedets 19 DEP LITA LED a oc ona ore ers us eaeaasausdees Seqaet a a tupde oo a a a e Svea e E A a 20 Statistical IMI CHIONS y 1eichcs cauiteccauchoctinssccidastaeabalile osaiesncteieccttwsconstuns TAE EE E Ee EONA 20 Date Time f ONS soseer ssr noes Seu spe nae cade ve oy vce aa Ea DESEA asa aa ce ema 22 Format nts
18. eldC 0 TriggerCalc User s Manual 18 Functions TriggerCalc Pro only TriggerCalc can accept a number of different functions The function names are not case sensitive String functions Even though not always necessary it is recommended to always surround strings with quotes o Gis really an operator It concatenates strings Ex if FieldA Mr and FieldB Huffman then FieldA amp FieldB returns Mr Huffman To insert a space use the underscore character as ACT won t allow a space in the arguments FieldA amp _ amp FieldB returns Mr Huffman o Ucase will convert to uppercase Ex if FieldA Chicago then UCase FieldA returns CHICAGO o LCase will convert to lowercase Ex if FieldA Chicago then LCase FieldA returns chicago o Fcase will capitalize every first letter of the words of a string Ex if FieldA A1 HARDWARE then Fcase FieldA returns A1 Harware o Trim will remove leading and trailing spaces Ex Trim Chicago returns Chicago o Ltrim will remove leading spaces Ex Ltrim Chicago returns Chicago o Rtrim will remove trailing spaces Ex Rtrim Chicago returns Chicago o Len will retum the number of characters in a string Ex if FieldA Chicago then Len FieldA returns 7 o Space x will insert x spaces Ex space 10 returns 10 spaces o String value will force to consider value as a string even if it is numeric or currency Ex String 65 00
19. ents of another function Starting with v 4 3 1it is not necessary to escape semi colons anymore if you don t understand what this means just ignore this comment Make sure you use parenthesis properly though as they are critical to avoid errors For instance you may create a function like this one If FieldA True Avg FieldB FieldC FieldD n a The Avg function is an argument of the IF function TriggerCalc User s Manual 4 Or like this Min if FieldB gt 1000 1000 if FieldB gt 500 500 0 FieldC This example of multi level calculation could be explained like this The target field will be the lowest value of FieldC and a value defined like this if FieldB is higher than 1000 then the value is 1000 If FieldB is higher than 500 but lower than 1000 then the value is 500 If FieldB is lower than 500 the value is 0 You may want to use comments and indentation to make your code more readable as in Syntax Editor File Edit Insert amp e 7 Fields Country x Functions x Operators TBL_CONTACT BUSINESS COUNTRYNAME United States Domestic US if TBL_CONTACT BUSINESS COUNTRYNAME Canada North America Canada If TBL_CONTACT S5USINESS COUNTRYNAME Mexico North America Mexico International Else See how it helps keeping track of opening closing parentheses Yes No Fields Yes No fields return a value of True False If you
20. field Age FieldA Converting a date into a string If FieldA is the date to convert Weekdayname Weekday FieldA amp amp Monthname Month FieldA amp amp Day Fiel dA amp amp Year FieldA Ex 01 11 2004 is converted into Sunday J anuary 11 2004 Capitalizing the first character of a field If FieldA is a string UCase Left FieldA 1 amp Lcase Mid FieldA 2 Ex Send an Invoice is converted to Send an invoice Note to capitalize the first letter of each word see the Fcase function in the String functions of the standard version Copying the content of a field to another field This is really simple If FieldA is the field to copy to FieldB set FieldB as target and use the following calculation FieldA Formatting a number If FieldA is a number with many digits after the decimal character use the Round function to reduce it to 2 decimals Round fF ieldA 2 TriggerCalc User s Manual 31 Blanking out a field Simply type a double quote in the calculation window and the target field will be reset to a blank value Due to a bug in ACT this works only with company and group fields if the field is character based Rev August 8 2005 v 4 4 03
21. firstweekofyear returns the specified part of a given date Ex if FieldB 12 12 2003 then DatePart y FieldB 346 346 day of the year You can use the DatePart function to evaluate a date and return a specific interval of time For example you might use DatePart to calculate the day of the week or the current hour The firstday ofweek argument affects calculations that use the w and ww interval symbols Interval Firstdayofweek firstweekofyear Setting Descr Value Descr Value Descr yyyy Year 1 Sunday 1 Start with week in which q Quarter 2 Monday Jan1 occurs m Month 3 Tuesday y Day of year 4 Wednesday 2 Start with the 1st week that d Day 5 Thursday has at least 4 days in the new w Weekday 6 Friday year ww Week 7 Saturday 3 Start with first full week of h Hour the year n Minute S Second Firstdayofweek and firstweekofyear are optional If omitted a value of 1 is assumed Format function The syntax of the format function is the following O Format expression format Ex if field FieldB 2343 3 then Format FieldB 0 00 returns 2343 30 The format argument is a string of characters with one or more of the following characters String formatting A character should appear at this position If there is no character for this position a space is inserted If there are more than one they are applied from right to left amp Sameas except that no space is
22. full year 1000 to 9999 Displays the hours 0 to 12 12 hour format Displays the hours 00 to 12 12 hour format Displays the hours 0 to 24 len Eis iS Displays the hours 00 to 24 TriggerCalc User s Manual 26 m Displays the minutes 0 to 59 mm Displays the minutes 00 to 59 S Displays the seconds 0 to 59 SS Displays the seconds 00 to 59 tt Displays AM or PM Ex Format 01 15 2004 dddd Thursday Format Now T 12 59 47 PM Run function The syntax of the Run function is the following O Run path_of_file_to_be_ run launches the file if it is an executable or opens the file with the program associated to its extension if any Financial functions O FV rate nper pmt pv type returns the future value of an annuity based on periodic fixed payments and a fixed interest rate The rate and nper must be calculated using payment periods expressed in the same units For example if rate is calculated using months nper must also be calculated using months For all arguments cash paid out such as deposits to savings is represented by negative numbers cash received such as dividend checks is represented by positive numbers rate interest rate per period For example if you get a car loan at an annual percentage rate APR of 10 percent and make monthly payments the rate per period is 0 1 12 or 0 0083 nper total number of payme
23. he calculation until the result is accurate to within 0 00001 percent If Rate can t find a result after 20 tries it fails If your guess is 10 percent and Rate fails try a different value for guess nper total number of payment periods in the annuity For example if you make monthly payments on a four year car loan your loan has a total of 4 12 or 48 payment periods pmt payment to be made each period Payments usually contain principal and interest that doesn t change over the life of the annuity pv present value or value today of a series of future payments or receipts For example when you borrow money to buy a car the loan amount is the present value to the lender of the monthly car payments you will make fv optional future value or cash balance you want after you ve made the final payment For example the future value of a loan is 0 because that s its value after the final payment However if you want to save 50 000 over 18 years for your child s education then 50 000 is the future value If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed guess value you estimate will be returned by Rate If omitted guess is 0 1 10 percent TriggerCalc User s Manual 30 EXAMPLES OF CALCULATIONS Calculating the age of a contact If FieldA is the date of birth
24. in a group view TriggerCalc User s Manual 11 a TriggerCale Pro File Options Help Select a contact trigger a Shipping Choose the records the trigger should modify Current record C Current lookup C Allrecords Simply select the trigger you want to run the records it should modify and click Run Running in manual mode from a button in your layout To have TriggerCalc add a button to your layout in design layout mode add a label you need to select the text tool under Drawing to your layout Toolbox Custom Drawing hk Pointer A Text R E Image E Rectangle Ellipse Then type the following text for the label tc ButtonCaption CalculationTriggerName e tc stands for TriggerCalc ButtonCaption is the text that will appear on the button CalculationTriggerName is the name of your trigger TriggerCalc User s Manual 12 Here is an example Copy Date Size and location of the button The button will be placed at the same location as the label It will have the same width as your label so you may resize it as needed The height is automatic and therefore not tied to the height of the label When the button is clicked the specified calculation trigger will be run Running a calculation trigger in automatic mode To run a calculation trigger in automatic mode you need to assign the trigger to one or more fields Assigning a calculation trigger to a field means th
25. inserted if there is no character at this position Reverses the order in which and amp are applied ie becomes from left to right lt Converts all characters to lowercase gt Converts all characters to uppercase Ex Format AbcD gt ABCD similar to the UCase function Format 4142345678 414 234 5678 Format 2345678 _ 234 5678 Format 2345678 234 567 8 Number formatting TriggerCalc User s Manual 25 blank The digit is returned without formatting 0 A digit is supposed to appear at this position If there is none then 0 is displayed If the format string contains more 0 than the number to be formatted extra Os are added in front or at the end __ Similar to 0 except that nothing is inserted if no digit is to appear Combined with 0 or specifies the number of digits which should appear on each side of the decimal character Multiplies the number by 100 and adds a sign f Inserted in series of 0 or indicates the thousand separator A double comma indicates that the number should be divided by 1000 E Ifthe format string contains at least a 0 or converts the number to scientific notation Ex Format 2343 3 0000 00 02343 20 Format 2343 3 44 H4 00 2 343 00 Format 45 H 45 Date and time formatting D Displays the date according to your locale s long date
26. ldA returns 5 32 o Sgn returns 1if the number is gt 0 0 if the number 0 1if the number is lt 0 Ex if FieldA 5 32 then Sgn FieldA returns 1 o Sqrt returns the square root of a number Ex if FieldA 25 then Sqrt FieldA returns 5 o Intreturns the integer portion of a number Ex if FieldA 25 52 then Int FieldA returns 25 o Thecos sin tan exp atan and log functions are supported o Round value _of_decimals returns a number rounded to a specified number of decimal places Ex if FieldA 123 4875 then Round FieldA 3 123 488 TriggerCalc User s Manual 20 If function The syntax of the if function is the following o If ogical_test value_if_true value_if_ false Ex if field FieldB 1 then If FieldB 1 Yes No returns Yes Thevalue_if trueandvalue_if false arguments are optional Omit them if you don t want the value of the field to be changed Ex if field FieldB 0 then If FieldB 1 Yes will not modify the target field Ex if field FieldB 1 then If FieldB 1 No will not modify the target field If on the contrary you wish to blank out the target field then use double quotes Ex if field FieldB 0 then If FieldB 1 Yes will blank out the target field Statistical functions o Min valuet value2 returns the smallest value numeric values only non numeric values are ignored Ex if FieldB 10 and FieldC 20 then Min FieldB FieldC 10 o MinC val
27. nd Second will extract the hours minutes and seconds of a date time Ex if FieldA 9 10 50 PM then Hour FieldA returns 21 for 9PM o Age will return the age of a date in years Ex if FieldA 12 31 2003 then Age FieldA returns 41in 2004 o DateDiff interval date1 date2 firstdayofweek firstweekofyear returns the number of time intervals between two specified dates Ex if FieldB 12 12 2003 and FieldC 12 15 2003 then datediff d FieldB FieldC 3 You can use the DateDiff function to determine how many specified time intervals exist between two dates For example you might use DateDiff to calculate the number of days between two dates or the number of weeks between today and the end of the year To calculate the number of days between date1 and date2 you can use either Day of year y or Day d When interval is Weekday w DateDiff returns the number of weeks between the two dates If date1 falls on a Monday DateDiff counts the number of Mondays until date2 It counts date2 but not date If interval is Week ww however the DateDiff function returns the number of calendar weeks between the two dates It counts the number of Sundays between date1 and date2 DateDiff counts date2 if it falls on a Sunday but it doesn t count date1 even if it does fall on a Sunday TriggerCalc User s Manual 23 If date1 refers to a later point in time than date2 the DateDiff function returns a negative number
28. nt periods in the annuity For example if you make monthly payments on a four year car loan your loan has a total of 4 12 or 48 payment periods pmt payment to be made each period Payments usually contain principal and interest that doesn t change over the life of the annuity pv optional present value or lump sum of a series of future payments For example when you borrow money to buy a car the loan amount is the present value to the lender of the monthly car payments you will make If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed IPmt rate per nper pv fv type returns the interest payment for a given period of an annuity based on periodic fixed payments and a fixed interest rate TriggerCalc User s Manual 27 The rate and nper arguments must be calculated using payment periods expressed in the same units For example if rate is calculated using months nper must also be calculated using months For all arguments cash paid out such as deposits to savings is represented by negative numbers cash received such as dividend checks is represented by positive numbers rate interest rate per period For example if you get a car loan at an annual percentage rate APR of 10 percent and make monthly payments the rate per period is 0 1 12 or 0 0083 per
29. o be made each period Payments usually contain principal and interest that doesn t change over the life of the annuity pv present value or value today of a series of future payments or receipts For example when you borrow money to buy a car the loan amount is the present value to the lender of the monthly car payments you will make fv optional future value or cash balance you want after you ve made the final payment For example the future value of a loan is 0 because that s its value after the final payment However if you want to save 50 000 over 18 years for your child s education then 50 000 is the future value If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed o Pmt rate nper pv fv type returns the payment for an annuity based on periodic fixed payments and a fixed interest rate TriggerCalc User s Manual 28 The rate and nper arguments must be calculated using payment periods expressed in the same units For example if rate is calculated using months nper must also be calculated using months For all arguments cash paid out such as deposits to savings is represented by negative numbers cash received such as dividend checks is represented by positive numbers rate interest rate per period For example if you get a car loan at an annual percent
30. payment period in the range 1 through nper nper total number of payment periods in the annuity For example if you make monthly payments on a four year car loan your loan has a total of 4 12 or 48 payment periods pv present value or value today of a series of future payments or receipts For example when you borrow money to buy a car the loan amount is the present value to the lender of the monthly car payments you will make fv optional future value or cash balance you want after you ve made the final payment For example the future value of a loan is 0 because that s its value after the final payment However if you want to save 50 000 over 18 years for your child s education then 50 000 is the future value If omitted 0 is assumed type optional when payments are due Use 0 if payments are due at the end of the payment period or use 1if payments are due at the beginning of the period If omitted 0 is assumed o NPer rate pmt pv fv type returns the number of periods for an annuity based on periodic fixed payments and a fixed interest rate For all arguments cash paid out such as deposits to savings is represented by negative numbers cash received such as dividend checks is represented by positive numbers rate interest rate per period For example if you get a car loan at an annual percentage rate APR of 10 percent and make monthly payments the rate per period is 0 1 12 or 0 0083 pmt payment t
31. rd version only support operators whereas the Pro version supports also a number of functions How it works TriggerCalc allows to run calculation triggers A calculation trigger may contain as many calculations as you want Calculation triggers may be run manually or automatically when you exit a field or when you change the value of a field TriggerCalc works with Contact fields as well as Company and Group fields The method for creating calculations is the same TriggerCalc will automatically detect the active view Changes from previous versions ACT 2000 5 0 6 0 ACT 2005 7 0 has undergone many changes which forced TriggerCalc to be completely redesigned For instance since ACT 2005 does not support command line arguments in triggers we can not create calculations directly in the trigger field as we used to ACT does not use internal IDs anymore so none of the triggers or trigger files created with previous versions may be used TriggerCalc User s Manual Changes from v 4 to v 4 3 If you owned a version for ACT 2005 prior to v 4 3 1 here are two important changes e You do not have to add triggers to ACT fields manually It is now done through the File gt Assign calculation triggers to fields menu see Running a calculation trigger in automatic mode below e You do not have to escape semi colons anymore when using functions inside functions e Younowhave the ability to add buttons to your layout
32. s to run your calculation triggers see Running a calculation in manual mode below Installation procedure Download the program file from our download page and double click it to start the installation An icon should have been added to your Contact toolbar to launch TriggerCalc directly from within ACT Note that contrarily to versions supporting previous ACT versions and because of the changes in ACT add ons are now DLL files and not executable files This means that they are automatically initialized by ACT when placed in ACT plugin folder a subfolder of the main ACT directory and cannot be started from the Windows Start menu anymore This is why you are not given a choice of installation directory during the installation process ACT should automatically add an icon to the Contact Detail window and an item to the Tools menu Icons and menu items are now the only ways to start your Exponenciel add on Adding icons to other views To add icons to other toolbars run TriggerCalc and go to the Options gt Integrate with ACT menu Check the views you want to add icons to and restart ACT if Integrate with ACT x Toolbar button added to the following views v v pors Sia canca _ You will need to re start ACT for the changes to take effect When ACT re starts whatever icons you asked to be created should be there to launch TriggerCalc TriggerCalc User s Manual 5 USER
33. tean enan r an a a e T E a AT states te EE aAA 24 Rum ATA CLIO Nios oeren en eE E E a E e AER i 26 FHnancial TUNCHONS isesi aeaa N a slants a E a NSS 26 EXAMPLES OF CALCULATIONS ssssosesecsssssoscoscsssososesecoscososeosesscososessesssososesoe 30 Calculating the age of a contact seeneeseooseeseesessessessessoessesooessesoreseesorsseesesssessessoessessoessesoe 30 Converting a date into a SEIN scsceiasccvis Gresawasend sae ctunanendoayeccandastanesarsenuerianeoedopvauaenecountaients 30 Capitalizing the first character of a fiield cccsccssscssscssesscssccsecesessssncessccestessnccssecessesense 30 Copying the content of a field to another field cc cescesseessseesseceseeesecesseesesecsseeessseseeeeses 30 Format ng A TANS as dccnsu es vasa tv dicsuesorasa idee tisoie waned dvd aga onsd en ARCA aL Goa 30 Blanking OUT lt a TIL noises eneon a i n Coanld a ova eo wR ceed vad Soe heaven ehh 31 TriggerCalc User s Manual 3 INTRODUCTION Purpose of the add on The main objective of TriggerCalc is to allow calculations between fields A typical example of use would be that you want the value of FieldB to change when the value of FieldA changes Using ACT trigger feature you could set TriggerCalc to automatically launch when the user exits FieldA so that FieldB is automatically updated in the event any change was made to FieldA The difference between TriggerCalc and TriggerCalc Pro is that the Standa
34. uel value2 returns the smallest value characters are accepted the sort is based on the characters so in this case 10 is higher than 20 Ex if FieldB ProductA and FieldC ProductB then MinC FieldB FieldC ProductA o Max valuel1 value2 returns the highest value numeric values only non numeric values are ignored Ex if FieldB 10 and FieldC 20 then Max FieldB FieldC 20 o MaxC valuel value2 returns the highest value characters are accepted the sort is based on the characters so in this case 10 is higher than 20 Ex if FieldB ProductA and FieldC ProductB then MaxC FieldB FieldC ProductB o Count valuel value2 counts the number of values that are numeric Ex if FieldB 1 FieldC X and 53 2 then Count FieldB FieldC 53 2 o CountC valuel value2 counts the number of values that are not blank Ex if FieldB 1 FieldC is empty blank and 53 2 then CountC FieldB FieldC 53 2 o CountBlank valuel value2 counts the number of values that are blank Ex if FieldB 1 FieldC is empty blank and 53 2 then CountBlank FieldB FieldC 53 1 o CountIf logical_test value1 value2 counts the number of values that meet the given condition Ex if FieldB Yes FieldC Yes 53 No then CountIf Yes FieldB FieldC 53 2 TriggerCalc User s Manual 21 o Avg valuel value2 calculates the arithmetic mean of the values numeric values
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